Enter your email and we'll send you a sign-in link. No password to remember. You can come back any time to add documents.
Everything you upload is encrypted and visible only to you and your preparer.
This is what goes on the front page of your return. Use your legal name exactly as it appears on your Social Security card.
Check everything that happened this year. Each one unlocks the questions and documents that apply to you — and nothing else.
Children, parents, or anyone else you supported. These questions are the ones the IRS requires your preparer to ask before claiming credits, so please answer them carefully.
Photos from your phone are fine as long as every corner and number is readable. PDFs work too.
Everything here goes on Schedule C. The more you fill in, the less you'll owe — but every number has to be something you can back up if asked. We'll help you build that backup.
Two ways to do this. Upload your business bank and card statements in Documents and we'll pull every transaction for you to confirm. Or, list what you know here. You can do both.
| Date | What | Category | Amount |
|---|
The IRS accepts a reconstructed log if it's built from real evidence. Start with the trips you make over and over — we'll turn them into a dated log. Then add one-off trips.
| Route name | From | To | Round-trip miles | Times per week | Weeks this year |
|---|
Tip: open Google Maps, enter the two addresses, and copy the miles. Double it for a round trip.
| Date | From | To | Miles | Purpose |
|---|
Check anything you can provide. One or two is enough — the more the better.
Trips where you slept away from home for business. You don't need meal receipts for these — the IRS sets a daily meal allowance by city. List the trips and we'll apply it.
| First day | Last day | City, state | Why |
|---|
Most people miss at least one of these. Enter what applies; leave the rest blank.